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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6888 results found

  1. More role variables (to pass from a HubSpot deal)

    The feature request is to create more role variables / fields in "Contacts" since the client needs to pass more data from Hubspot contacts linked to a deal

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Payment price discount if paid in certain period of time

    3 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  3. Filter document by year

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Have separate Unsubscribe from notifications and Decline options under PandaDoc notification message

    3 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  5. Privacy disclosure statement or link prior to filling out Embedded doc

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  6. The ability to paste the bulleted list without duplicating it when you try to adjust the formatting

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. document value should be changed to the paid amount

    document value should be changed to the paid amount

    3 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Map document value to a deal value token using a CRM integration

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. The ability to integrate with the order management software to use it as contract repository

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Wrike

    Integration with Wrike

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. Edit contact in the document

    ability to change the contact's name in the document

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  12. pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Justworks

    Integration with Justworks.

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  14. the ability to designate specific templates available to specific objects within Salesforce.

    the ability to designate specific templates available to specific objects within Salesforce.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Customer Facing Tutorials

    Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.

    Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  16. Require one option for a recipient to sign instead of having more options

    Require one option for a recipient to sign instead of having more options

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  17. Insightly: Pull product data from Insightly to PandaDoc

    The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Restrict viewing certain pages to recipients

    3 votes

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  19. On-Premises hosting

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. Link to CRM Insightly

    Insightly: update document with the details from CRM.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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